# Financial Design Studio, Inc.

> Financial Design Studio, Inc. is an SEC-registered investment advisory firm in Deer Park, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 286686
- Filed as: FINANCIAL DESIGN STUDIO, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Deer Park, IL
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286686
- AdvisorCensus page: https://advisorcensus.com/firm/financial-design-studio-inc-deer-park-il-286686

## Quick answers

**How is Financial Design Studio, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Design Studio, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Design Studio, Inc. located?**
Financial Design Studio, Inc.'s principal office is in Deer Park, IL, according to its Form ADV.

**Is Financial Design Studio, Inc. registered with the SEC or a state?**
Financial Design Studio, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 286686.

**How much does Financial Design Studio, Inc. manage?**
Financial Design Studio, Inc. reports $105,500,000 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**What types of clients does Financial Design Studio, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (32).

**Which custodians does Financial Design Studio, Inc. use?**
Financial Design Studio, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Design Studio, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286686

**What changed in Financial Design Studio, Inc.'s recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,500,000
- Discretionary: $105,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $33,700,000 |
| High net worth individuals | 32 | $71,400,000 |
| Charitable organizations | Fewer than 5 | $400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, KS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialdesignstudio.com
- Facebook @FINANCIALDESIGNSTUDIO
- LinkedIn @FINANCIAL-DESIGN-STUDIO-INC

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Design Studio, Inc. (CRD 286686): Form ADV filing data as of October 2026.